Radware Ltd. (NASDAQ: RDWR) has authorized a new share‑repurchase program that allows the board to buy back up to $80 million of its issued and outstanding ordinary shares. The program, which expires on March 15 2027, can be executed through open‑market purchases, private negotiations or other legally permissible methods, and is subject to U.S. securities laws and Israeli law.
The decision follows a strong cash position, with $460.6 million in cash and equivalents reported as of December 31 2025. Management has indicated that the company has no immediate high‑return acquisition opportunities and prefers to return excess capital to shareholders, reflecting confidence in its growth trajectory.
Radware’s Q4 2025 earnings, released on February 11 2026, showed revenue of $80.2 million, up 10% year‑over‑year, and non‑GAAP diluted earnings per share of $1.15. Cloud annual recurring revenue (ARR) rose 23% to $95 million, while subscription revenue grew 21% year‑over‑year. Gross margin stood at 82.2%, and the company beat consensus estimates, with EPS of $0.32 versus an estimate of $0.30 and revenue of $80.2 million versus an estimate of $78.65 million.
CEO Roy Zisapel said the company “ended 2025 on a high note,” noting that cloud ARR growth and subscription acceleration had driven the strong results. He highlighted that the 23% year‑over‑year increase in cloud ARR and the 21% rise in subscription revenue underscored the company’s momentum in high‑margin, recurring‑revenue segments.
Investors responded positively to the announcement, interpreting the buyback as a signal of financial strength and a commitment to shareholder value. The move aligns with Radware’s strategy of leveraging its cash reserves to enhance shareholder returns while maintaining investment in growth initiatives.
The buyback comes amid a competitive landscape that includes firms such as F5 Networks, and follows Radware’s recent acquisition of Pynt and the launch of Agentic AI Protection. By returning capital to shareholders, Radware signals that it has sufficient cash to support its strategic initiatives while also rewarding investors, positioning the company for continued growth in cloud security and AI‑driven solutions.
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.